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Texas energy companies are betting hydrogen can become a cleaner fuel for transportation

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Monday, March 25, 2024

This is the first of a three-part series on emerging energy sources and Texas' role in developing them. Part two, on geothermal energy, publishes Tuesday, and part three, on small nuclear reactors, will publish on Wednesday. JEFFERSON COUNTY — A concrete platform with fading blue paint marks the birthplace of the modern oil and gas industry in southeast Texas. Weather-beaten signs describe how drillers tapped the Spindletop oil well in 1901, a discovery that launched petroleum giants Texaco, Mobil and Gulf Oil. Nearby, a red pipeline traces a neat path above flat, gravel-covered earth. French company Air Liquide started building this unassuming facility, with a wellhead and other machinery, on the iconic site in 2014 to store what it believes will be key to an energy revolution: hydrogen. The ground that once released millions of barrels of oil now holds some 4.5 billion cubic feet of highly pressurized hydrogen. The gas is contained in a skyscraper-shaped cavern that reaches about a mile below ground within a subterranean salt dome. Hydrogen promoters see the gas as a crucial part of addressing climate change. If it’s produced in a way that creates few or no greenhouse gas emissions, it could provide an eco-friendly fuel for cars, planes, 18-wheelers and ships, and could power energy-intensive industries such as steel manufacturing. Hydrogen emits only water when used as fuel. If companies can produce clean hydrogen at a price that’s competitive with gasoline or diesel, supporters say it would revolutionize the fuel industry. That’s a big if. Hydrogen is among the most common elements in the universe, but on Earth it’s typically found bonded with something else, such as carbon. Today, hydrogen is often obtained by isolating it from methane, a mix of carbon and hydrogen that is the main component of natural gas. This process leaves behind carbon dioxide, which worsens climate change if released into the air. Engineers say it’s possible to clean up that process by catching the extra carbon dioxide and reusing it — to get more oil out of a well, for example — or injecting it into the earth to store it. Another less polluting method is to split hydrogen from water, which is made up of hydrogen and oxygen, using electricity generated by wind, solar or nuclear power. Texas has emerged as a leader in producing hydrogen the cheaper way using abundant supplies of natural gas without capturing the carbon dioxide. Air Liquide makes hydrogen at facilities along the state’s coast, from Beaumont to Corpus Christi. More than 100 miles of pipelines move that hydrogen to companies that buy it for processes such as removing sulfur from crude oil. Little hydrogen is made from gas with carbon capture or from water in the state — or the rest of the country. Some academics, policy advisers and companies that make hydrogen say Texas and the Gulf Coast should be where hydrogen created with fewer emissions takes off. A majority of the country’s hydrogen pipelines are already here, Texas’ petrochemical workers have skills that easily transfer to hydrogen production — which involves chemical reactions — and the state has the natural gas and renewable energy needed to produce it. “We can be the breadbasket for not only the U.S. but for the world in providing hydrogen,” said Bryan Fisher, a managing director with RMI, a nonprofit that supports the clean energy transition. But producing enough hydrogen cheaply, building the pipelines to move it and the subterranean caverns to store it and finding the customers to buy it requires companies to take some financial risk. That effort is getting a boost from the federal government, which is offering billions of dollars’ worth of tax credits to kick-start production of hydrogen from gas with carbon capture or water. The government also plans to divide as much as $7 billion among seven regional clusters of projects to build hydrogen infrastructure, including up to $1.2 billion for projects in Texas and Louisiana that plan to make hydrogen largely from natural gas. Competing to break into the industry are traditional fossil fuel companies, including Chevron and ExxonMobil. Hydrogen advocates say interest by the oil giants is good because they have the money and expertise to tackle such an ambitious project. But environmental groups doubt that fossil fuel companies can make hydrogen from natural gas as cleanly as they say they can. They worry the federal funding will prop up oil and gas companies, when the emphasis should be on making hydrogen from water or creating clean power another way. “Producing hydrogen from natural gas is not clean, not low-carbon and cannot and should not be considered a solution in our efforts to solve the world’s worsening climate change crisis,” David Schlissel, the co-author of a report from the Institute for Energy, Economics and Financial Analysis, said in a webinar. Katie Ellet, left, president of hydrogen energy and mobility for Air Liquide, walks past Facility Manager Craig Allen at the company's hydrogen storage facility. Credit: Mark Felix for The Texas Tribune First: A worker monitors the hydrogen storage site. Last: Marked pipelines move hydrogen. Credit: Mark Felix for The Texas Tribune Sitting in a mobile office at the Spindletop site, Katie Ellet, president of hydrogen energy and mobility for Air Liquide, urged critics not to be so puritanical about hydrogen production. She described hydrogen as part of a centuries-long evolution toward progressively cleaner fuels: coal replaced wood, then oil replaced coal. Ellet believes now is hydrogen’s Spindletop moment. She believes the technology, economics and interest are in place to allow the industry to boom. “We transition through these different energy cycles,” Ellet said. “And we’ve gotten better. We’ve learned, and we’ve gotten better. This is us … evolving into that next generation.” Hydrogen hype grows in Texas One weekday in October, Brian Weeks, senior director of business development at GTI Energy, walked onto a Houston hotel’s conference room stage to discuss hydrogen. GTI Energy used to be known as the Gas Technology Institute and researched natural gas. Now it promotes low-carbon energy. Weeks faced a standing-room-only crowd at the Hydrogen North America event. He remembered when, maybe a decade earlier, only seven people at a conference showed up to hear him speak on the topic. People have predicted hydrogen was about to take off before. Weeks worked on the idea off and on since the late 1990s, when he was at Texaco and the company believed hydrogen could power cars. At the time, they worried energy prices would keep rising. Weeks recalled it as a heady time for hydrogen, with actors from the hit TV series Baywatch starring in promotional videos. But hydrogen didn’t catch. Technology for producing it remained expensive, while oil production instead got a giant boost. Hydraulic fracturing technology allowed the United States to rapidly increase how much oil it produced. Still, Weeks wouldn’t have spent so much of his life on hydrogen if he didn’t believe it had a future, he said. Like Ellet, he said the circumstances feel different now. That’s in large part because of the federal government’s big investment: By 2030, the Biden administration wants America to produce 10 million metric tons per year of hydrogen made from water using renewable energy or from gas using carbon storage — about how much is produced now largely from gas without carbon capture. “It’s been a roller coaster, really, for the last at least 20 years,” Weeks said in an interview. Over the past few years, Weeks has helped a coalition of businesses, researchers and others apply for the federal funding earmarked in the 2021 Infrastructure Investment and Jobs Act for regional hydrogen projects, called “hydrogen hubs.” Nine projects centered in Houston sought money as a single hub, and on Oct. 13, the Department of Energy announced that they and six other applicants from across the country won. As part of the Houston group, Chevron wants to make low-carbon hydrogen and ammonia, which is used in fertilizer. ExxonMobil wants to build hydrogen pipelines and fueling stations for trucks. The Gulf Coast projects aimed to produce more than 1.8 million metric tons of hydrogen per year, more than any of the other winning hubs. Some 80% would be made from natural gas. Brett Perlman, CEO of the nonprofit Center for Houston’s Future, poses for a portrait at the Houstonian Hotel in Houston on March 24, 2024. Credit: Mark Felix for The Texas Tribune Local and state leaders are cheering on the industry’s growth. Brett Perlman, CEO of the nonprofit Center for Houston’s Future, supported the hydrogen hub effort. Perlman’s job is to consider Houston’s economy and what will happen to it as the world works to address climate change and wean itself off fossil fuels. Perlman wrestles with how to make Houston the low-carbon energy capital of the world. He speaks at conferences, too, to build the case that hydrogen should be part of maintaining the city’s success. “The energy transition is going to happen, and Houston will have a role,” Perlman said at his office. “The real question is can Houston be, continue to be, a leader?” Back at the same conference where Weeks spoke, Texas Public Utility Commissioner Lori Cobos, whose agency regulates the electricity industry, explained that because it has huge natural gas reserves and is a top producer of wind and solar energy, Texas is “uniquely positioned to be a national and global leader in hydrogen.” The easy path to selling hydrogen made in these new ways would be to start by converting places already using hydrogen for purposes such as making fertilizer, refining petroleum and treating metals. But even more environmental benefits would come if it could also be used in new applications, said John Hensley, vice president of markets and policy analysis for the industry advocacy group American Clean Power Association. Hydrogen believers envision the fuel could decarbonize industries that are considered hard to electrify. Hydrogen would power planes and trucks that heavy electric batteries would slow down. It would supply the high heat needed to make cement that electricity could not provide. The new federal tax incentives get hydrogen close, if not all the way, to being able to compete with fossil fuels on price, said Fisher of RMI. The government plans to pay up to $3 per kilogram of what it defines as clean hydrogen, such as that made from water, or up to $85 per metric ton of stored carbon dioxide that’s captured after making hydrogen from natural gas. With the subsidies, producing hydrogen from water would cost generally from $4 to $6 per kilogram, and producing it from natural gas would cost generally from $2 to $4, Fisher said. He stressed that it would depend on the specifics of the project. The government’s goal is to get the cost to $1 per kilogram for both types. Environmental groups and critics raise concerns  The hydrogen solution does not sound so promising to environmental groups, especially when it comes to making it from natural gas using carbon capture. A number of critics came together in a windowless Houston conference room of their own later in October to build the case to journalists that carbon capture in hydrogen production shouldn’t be seen as a way to address climate change but instead as a boost to the oil and gas industry. “This is not a transfer off of fossil fuel dependency,” said Jane Patton, campaign manager for U.S. fossil economy at the Center for International Environmental Law. “This is a perpetuation of fossil fuel dependency.” With money from the Rockefeller Family Fund, which has an initiative focused on slowing oil and gas production because it drives climate change, organizers brought in the big guns to tell the other side of the story. The day began with a speech from Bob Bullard, founding director of the Bullard Center for Environmental and Climate Justice at Texas Southern University, known by many as the father of environmental justice. Bullard has passionately told many versions of the same narrative. He pioneered his environmental justice work decades ago when he highlighted that the city of Houston primarily built its trash incinerators and landfills in Black neighborhoods. And he brought attention to one example after another of companies polluting poor communities of color rather than wealthy, white ones. Professor Robert Bullard, center, speaks at a roundtable event with Environmental Protection Agency Administrator Michael Regan at Texas Southern University in Houston on Nov. 18, 2021. Credit: Annie Mulligan for The Texas Tribune Now a member of the White House Environmental Justice Advisory Council, Bullard said he’s seen no proof that a build-out of hydrogen and carbon storage will be any better for local communities than the expansion of the petrochemical industry was over the past century, bringing more pollution than benefits to surrounding communities. He continued to call for a federal study to find out whether hydrogen production with carbon capture is safe for the people who live around it. “You’re asking the same people to sacrifice in the same way,” Bullard said at the event. “Can we trust the oil and gas industry to be truthful? I don’t have to write a book on that. We know the answer.” Schlissel, the director of resource planning analysis for the Institute for Energy, Economics and Financial Analysis, believes the government is using a badly built model to judge how clean hydrogen projects are when they’re evaluated for federal support. One problem is that the model inappropriately leaves out the fact that hydrogen pipelines could leak, Schlissel says. Hydrogen can react with the molecule that breaks down harmful methane in the atmosphere and make the methane last longer, contributing to climate change. Schlissel also says the model assumes companies can catch a lot of carbon dioxide — which he believes is totally unrealistic. While companies using carbon capture technology don’t typically publicize their capture rates, Schlissel and his colleagues dug up what they could and concluded that the technology was far short of where it needs to be. Speakers at the event also expressed little confidence in the Railroad Commission of Texas, which regulates the state’s oil and gas industry, to regulate hydrogen pipelines and underground storage. Commission Shift, a watchdog group that calls for reforming the Railroad Commission, says the agency has a poor track record when it comes to protecting Texans from explosions, leaks and other problems with wells and pipelines. In a statement, commission spokesperson Patty Ramon said the agency has "protected public safety and the environment for more than a century." The agency does pipeline inspections regularly and has exceeded Legislative performance goals, Ramon added. These advocates are up against wealthy, politically powerful companies that say making hydrogen from natural gas with carbon capture is a ready solution to start lowering how much carbon dioxide escapes into the atmosphere — even if it’s imperfect. “I find this polarization of seeking perfect at the expense of very good is problematic,” Chris Greig, a senior research scientist with the Andlinger Center for Energy and the Environment at Princeton University, said in an interview. “And, to be clear, the distrust (of oil and gas companies) is not unwarranted, right? There’s been some wrongs done,” Greig added. “But somehow we have to set that aside and find some sort of middle ground.” Disclosure: Exxon Mobil Corporation and Texas Southern University - Barbara Jordan-Mickey Leland School of Public Affairs have been financial supporters of The Texas Tribune, a nonprofit, nonpartisan news organization that is funded in part by donations from members, foundations and corporate sponsors. Financial supporters play no role in the Tribune's journalism. Find a complete list of them here. We can’t wait to welcome you to downtown Austin Sept. 5-7 for the 2024 Texas Tribune Festival! Join us at Texas’ breakout politics and policy event as we dig into the 2024 elections, state and national politics, the state of democracy, and so much more. When tickets go on sale this spring, Tribune members will save big. Donate to join or renew today.

Supporters say developing hydrogen as a fuel is critical to slowing climate change. Critics are concerned that producing it with fossil fuels will prop up the oil and gas industry.

This is the first of a three-part series on emerging energy sources and Texas' role in developing them. Part two, on geothermal energy, publishes Tuesday, and part three, on small nuclear reactors, will publish on Wednesday.

JEFFERSON COUNTY — A concrete platform with fading blue paint marks the birthplace of the modern oil and gas industry in southeast Texas. Weather-beaten signs describe how drillers tapped the Spindletop oil well in 1901, a discovery that launched petroleum giants Texaco, Mobil and Gulf Oil.

Nearby, a red pipeline traces a neat path above flat, gravel-covered earth. French company Air Liquide started building this unassuming facility, with a wellhead and other machinery, on the iconic site in 2014 to store what it believes will be key to an energy revolution: hydrogen.

The ground that once released millions of barrels of oil now holds some 4.5 billion cubic feet of highly pressurized hydrogen. The gas is contained in a skyscraper-shaped cavern that reaches about a mile below ground within a subterranean salt dome.

Hydrogen promoters see the gas as a crucial part of addressing climate change. If it’s produced in a way that creates few or no greenhouse gas emissions, it could provide an eco-friendly fuel for cars, planes, 18-wheelers and ships, and could power energy-intensive industries such as steel manufacturing. Hydrogen emits only water when used as fuel.

If companies can produce clean hydrogen at a price that’s competitive with gasoline or diesel, supporters say it would revolutionize the fuel industry.

That’s a big if.

Hydrogen is among the most common elements in the universe, but on Earth it’s typically found bonded with something else, such as carbon. Today, hydrogen is often obtained by isolating it from methane, a mix of carbon and hydrogen that is the main component of natural gas. This process leaves behind carbon dioxide, which worsens climate change if released into the air.

Engineers say it’s possible to clean up that process by catching the extra carbon dioxide and reusing it — to get more oil out of a well, for example — or injecting it into the earth to store it. Another less polluting method is to split hydrogen from water, which is made up of hydrogen and oxygen, using electricity generated by wind, solar or nuclear power.

Texas has emerged as a leader in producing hydrogen the cheaper way using abundant supplies of natural gas without capturing the carbon dioxide. Air Liquide makes hydrogen at facilities along the state’s coast, from Beaumont to Corpus Christi. More than 100 miles of pipelines move that hydrogen to companies that buy it for processes such as removing sulfur from crude oil.

Little hydrogen is made from gas with carbon capture or from water in the state — or the rest of the country.

Some academics, policy advisers and companies that make hydrogen say Texas and the Gulf Coast should be where hydrogen created with fewer emissions takes off. A majority of the country’s hydrogen pipelines are already here, Texas’ petrochemical workers have skills that easily transfer to hydrogen production — which involves chemical reactions — and the state has the natural gas and renewable energy needed to produce it.

“We can be the breadbasket for not only the U.S. but for the world in providing hydrogen,” said Bryan Fisher, a managing director with RMI, a nonprofit that supports the clean energy transition.

But producing enough hydrogen cheaply, building the pipelines to move it and the subterranean caverns to store it and finding the customers to buy it requires companies to take some financial risk.

That effort is getting a boost from the federal government, which is offering billions of dollars’ worth of tax credits to kick-start production of hydrogen from gas with carbon capture or water. The government also plans to divide as much as $7 billion among seven regional clusters of projects to build hydrogen infrastructure, including up to $1.2 billion for projects in Texas and Louisiana that plan to make hydrogen largely from natural gas.

Competing to break into the industry are traditional fossil fuel companies, including Chevron and ExxonMobil. Hydrogen advocates say interest by the oil giants is good because they have the money and expertise to tackle such an ambitious project.

But environmental groups doubt that fossil fuel companies can make hydrogen from natural gas as cleanly as they say they can. They worry the federal funding will prop up oil and gas companies, when the emphasis should be on making hydrogen from water or creating clean power another way.

“Producing hydrogen from natural gas is not clean, not low-carbon and cannot and should not be considered a solution in our efforts to solve the world’s worsening climate change crisis,” David Schlissel, the co-author of a report from the Institute for Energy, Economics and Financial Analysis, said in a webinar.

Katie Ellet, left, president of hydrogen energy and mobility for Air Liquide, walks past Facility Manager Craig Allen at the company's hydrogen storage facility. Credit: Mark Felix for The Texas Tribune
First: A worker monitors the hydrogen storage site. Last: Marked pipelines move hydrogen. Credit: Mark Felix for The Texas Tribune

Sitting in a mobile office at the Spindletop site, Katie Ellet, president of hydrogen energy and mobility for Air Liquide, urged critics not to be so puritanical about hydrogen production. She described hydrogen as part of a centuries-long evolution toward progressively cleaner fuels: coal replaced wood, then oil replaced coal.

Ellet believes now is hydrogen’s Spindletop moment. She believes the technology, economics and interest are in place to allow the industry to boom.

“We transition through these different energy cycles,” Ellet said. “And we’ve gotten better. We’ve learned, and we’ve gotten better. This is us … evolving into that next generation.”

Hydrogen hype grows in Texas

One weekday in October, Brian Weeks, senior director of business development at GTI Energy, walked onto a Houston hotel’s conference room stage to discuss hydrogen. GTI Energy used to be known as the Gas Technology Institute and researched natural gas. Now it promotes low-carbon energy.

Weeks faced a standing-room-only crowd at the Hydrogen North America event. He remembered when, maybe a decade earlier, only seven people at a conference showed up to hear him speak on the topic.

People have predicted hydrogen was about to take off before. Weeks worked on the idea off and on since the late 1990s, when he was at Texaco and the company believed hydrogen could power cars. At the time, they worried energy prices would keep rising. Weeks recalled it as a heady time for hydrogen, with actors from the hit TV series Baywatch starring in promotional videos.

But hydrogen didn’t catch. Technology for producing it remained expensive, while oil production instead got a giant boost. Hydraulic fracturing technology allowed the United States to rapidly increase how much oil it produced.

Still, Weeks wouldn’t have spent so much of his life on hydrogen if he didn’t believe it had a future, he said. Like Ellet, he said the circumstances feel different now. That’s in large part because of the federal government’s big investment: By 2030, the Biden administration wants America to produce 10 million metric tons per year of hydrogen made from water using renewable energy or from gas using carbon storage — about how much is produced now largely from gas without carbon capture.

“It’s been a roller coaster, really, for the last at least 20 years,” Weeks said in an interview.

Over the past few years, Weeks has helped a coalition of businesses, researchers and others apply for the federal funding earmarked in the 2021 Infrastructure Investment and Jobs Act for regional hydrogen projects, called “hydrogen hubs.”

Nine projects centered in Houston sought money as a single hub, and on Oct. 13, the Department of Energy announced that they and six other applicants from across the country won. As part of the Houston group, Chevron wants to make low-carbon hydrogen and ammonia, which is used in fertilizer. ExxonMobil wants to build hydrogen pipelines and fueling stations for trucks.

The Gulf Coast projects aimed to produce more than 1.8 million metric tons of hydrogen per year, more than any of the other winning hubs. Some 80% would be made from natural gas.

Brett Perlman, CEO of the nonprofit Center for Houston’s Future, poses for a portrait at the Houstonian Hotel in Houston on March 24, 2024. Credit: Mark Felix for The Texas Tribune

Local and state leaders are cheering on the industry’s growth. Brett Perlman, CEO of the nonprofit Center for Houston’s Future, supported the hydrogen hub effort. Perlman’s job is to consider Houston’s economy and what will happen to it as the world works to address climate change and wean itself off fossil fuels.

Perlman wrestles with how to make Houston the low-carbon energy capital of the world. He speaks at conferences, too, to build the case that hydrogen should be part of maintaining the city’s success.

“The energy transition is going to happen, and Houston will have a role,” Perlman said at his office. “The real question is can Houston be, continue to be, a leader?”

Back at the same conference where Weeks spoke, Texas Public Utility Commissioner Lori Cobos, whose agency regulates the electricity industry, explained that because it has huge natural gas reserves and is a top producer of wind and solar energy, Texas is “uniquely positioned to be a national and global leader in hydrogen.”

The easy path to selling hydrogen made in these new ways would be to start by converting places already using hydrogen for purposes such as making fertilizer, refining petroleum and treating metals. But even more environmental benefits would come if it could also be used in new applications, said John Hensley, vice president of markets and policy analysis for the industry advocacy group American Clean Power Association.

Hydrogen believers envision the fuel could decarbonize industries that are considered hard to electrify. Hydrogen would power planes and trucks that heavy electric batteries would slow down. It would supply the high heat needed to make cement that electricity could not provide.

The new federal tax incentives get hydrogen close, if not all the way, to being able to compete with fossil fuels on price, said Fisher of RMI. The government plans to pay up to $3 per kilogram of what it defines as clean hydrogen, such as that made from water, or up to $85 per metric ton of stored carbon dioxide that’s captured after making hydrogen from natural gas.

With the subsidies, producing hydrogen from water would cost generally from $4 to $6 per kilogram, and producing it from natural gas would cost generally from $2 to $4, Fisher said. He stressed that it would depend on the specifics of the project. The government’s goal is to get the cost to $1 per kilogram for both types.

Environmental groups and critics raise concerns 

The hydrogen solution does not sound so promising to environmental groups, especially when it comes to making it from natural gas using carbon capture. A number of critics came together in a windowless Houston conference room of their own later in October to build the case to journalists that carbon capture in hydrogen production shouldn’t be seen as a way to address climate change but instead as a boost to the oil and gas industry.

“This is not a transfer off of fossil fuel dependency,” said Jane Patton, campaign manager for U.S. fossil economy at the Center for International Environmental Law. “This is a perpetuation of fossil fuel dependency.”

With money from the Rockefeller Family Fund, which has an initiative focused on slowing oil and gas production because it drives climate change, organizers brought in the big guns to tell the other side of the story. The day began with a speech from Bob Bullard, founding director of the Bullard Center for Environmental and Climate Justice at Texas Southern University, known by many as the father of environmental justice.

Bullard has passionately told many versions of the same narrative. He pioneered his environmental justice work decades ago when he highlighted that the city of Houston primarily built its trash incinerators and landfills in Black neighborhoods. And he brought attention to one example after another of companies polluting poor communities of color rather than wealthy, white ones.

Professor Robert Bullard, center, speaks at a roundtable event with Environmental Protection Agency Administrator Michael Regan at Texas Southern University in Houston on Nov. 18, 2021. Credit: Annie Mulligan for The Texas Tribune

Now a member of the White House Environmental Justice Advisory Council, Bullard said he’s seen no proof that a build-out of hydrogen and carbon storage will be any better for local communities than the expansion of the petrochemical industry was over the past century, bringing more pollution than benefits to surrounding communities. He continued to call for a federal study to find out whether hydrogen production with carbon capture is safe for the people who live around it.

“You’re asking the same people to sacrifice in the same way,” Bullard said at the event. “Can we trust the oil and gas industry to be truthful? I don’t have to write a book on that. We know the answer.”

Schlissel, the director of resource planning analysis for the Institute for Energy, Economics and Financial Analysis, believes the government is using a badly built model to judge how clean hydrogen projects are when they’re evaluated for federal support.

One problem is that the model inappropriately leaves out the fact that hydrogen pipelines could leak, Schlissel says. Hydrogen can react with the molecule that breaks down harmful methane in the atmosphere and make the methane last longer, contributing to climate change.

Schlissel also says the model assumes companies can catch a lot of carbon dioxide — which he believes is totally unrealistic. While companies using carbon capture technology don’t typically publicize their capture rates, Schlissel and his colleagues dug up what they could and concluded that the technology was far short of where it needs to be.

Speakers at the event also expressed little confidence in the Railroad Commission of Texas, which regulates the state’s oil and gas industry, to regulate hydrogen pipelines and underground storage. Commission Shift, a watchdog group that calls for reforming the Railroad Commission, says the agency has a poor track record when it comes to protecting Texans from explosions, leaks and other problems with wells and pipelines.

In a statement, commission spokesperson Patty Ramon said the agency has "protected public safety and the environment for more than a century." The agency does pipeline inspections regularly and has exceeded Legislative performance goals, Ramon added.

These advocates are up against wealthy, politically powerful companies that say making hydrogen from natural gas with carbon capture is a ready solution to start lowering how much carbon dioxide escapes into the atmosphere — even if it’s imperfect.

“I find this polarization of seeking perfect at the expense of very good is problematic,” Chris Greig, a senior research scientist with the Andlinger Center for Energy and the Environment at Princeton University, said in an interview.

“And, to be clear, the distrust (of oil and gas companies) is not unwarranted, right? There’s been some wrongs done,” Greig added. “But somehow we have to set that aside and find some sort of middle ground.”

Disclosure: Exxon Mobil Corporation and Texas Southern University - Barbara Jordan-Mickey Leland School of Public Affairs have been financial supporters of The Texas Tribune, a nonprofit, nonpartisan news organization that is funded in part by donations from members, foundations and corporate sponsors. Financial supporters play no role in the Tribune's journalism. Find a complete list of them here.


We can’t wait to welcome you to downtown Austin Sept. 5-7 for the 2024 Texas Tribune Festival! Join us at Texas’ breakout politics and policy event as we dig into the 2024 elections, state and national politics, the state of democracy, and so much more. When tickets go on sale this spring, Tribune members will save big. Donate to join or renew today.

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A Solar Panel Standoff Threatens U.S. Climate Plans

Inexpensive Chinese solar panels are pitting Americans who want cheap equipment against those who want to make it

CLIMATEWIRE | A flood of Chinese solar components is casting a shadow on President Joe Biden's climate priorities.That's creating deep divisions in the U.S. solar industry and causing political headaches for the president. American manufacturers are calling for additional trade restrictions on Asian imports amid what they say are market-flooding practices by China that are undermining U.S. plans to build a fleet of solar factories.But those calls are colliding with the interests of some renewable energy developers that rely on China-linked companies for components that are fueling a solar building spree in the U.S. They contend new trade barriers could hinder U.S. efforts to eliminate climate pollution in the electricity sector — a pillar of Biden's environmental agenda.On supporting science journalismIf you're enjoying this article, consider supporting our award-winning journalism by subscribing. By purchasing a subscription you are helping to ensure the future of impactful stories about the discoveries and ideas shaping our world today.The solar standoff underscores Biden's precarious balancing act as he races toward the presidential election.The Inflation Reduction Act, the sweeping climate law signed by Biden in 2022, lavishes tax breaks on companies to build the solar supply chain in the United States. Slowing foreign imports could help create demand for domestic components. But it could also hurt Biden's other priority: achieving 100 percent carbon-free power by 2035 — a promise that analysts say can't be met without a full-speed buildout of renewable energy.That might not be possible without imported solar products.“There’s numerous examples of the conflict between President Biden’s decarbonization agenda and his deglobalization agenda,” said Tim Fox, an analyst who tracks the industry at ClearView Energy Partners. “You want to decarbonize with available and cheap solar panels. But you also want to develop solar here at home. There is tension between those two efforts."The situation came to a head this week when seven U.S. solar manufacturers filed petitions with the federal government requesting an investigation into whether the budding U.S. industry is being harmed by what they say are unfair trade practices from China-linked companies operating in Cambodia, Malaysia, Thailand and Vietnam.The manufacturers argued that companies in Southeast Asia are benefiting from foreign subsidies, and exporting below-cost solar components into the U.S. market. That should make them subject to higher tariffs, the manufacturers said.As a warning of what might come, they pointed to an announcement earlier this year by CubicPV, a Massachusetts-based solar manufacturer that scrapped plans for a massive factory after citing a “collapse” in prices and surging construction costs.“We're at a real inflection point now for developing clean energy manufacturing in the United States,” said Scott Paul, president of the Alliance for American Manufacturing. “The presence of the massive amount of industrial overcapacity China has in solar, in [electric vehicles] and related industries is a real threat, and we know this because we've seen this play out before in the United States and in other industries. It doesn't end well.”'Green trade war'The use of trade barriers has long been opposed by developers, who say higher prices driven by tariffs could slow U.S. solar growth and make it more expensive to address climate change.Kevin Hostetler, CEO of Array Technologies, a provider of utility-scale solar trackers, a technology that turns panels toward the sun, said the manufacturers’ trade petition creates “a level of uncertainty and delay” that negatively impacts the U.S. solar industry.“We just simply don't need the short-term shocks to the system that may benefit one or two particular companies, but then harm the broader industry over the course of what could be multiple years,” he said.A statement attributed to a White House spokesperson said the administration won’t weigh in on the petitions, but it pointed to “historic investments” in the solar industry under Biden. The administration is also monitoring potential unfair market practices by China in solar and other sectors.“As President Biden has made clear, his administration is keeping all tools on the table to support the unprecedented investments secured by the President’s agenda and take action to protect American workers and manufacturers against unfair competition,” the statements said, adding that Biden is committed to expanding solar deployment.The solar battle is part of a wider spat between the U.S. and China — that members of the Biden administration are increasingly acknowledging.As China’s domestic real estate market has cooled, the country has leaned heavily on its manufacturing sector to bolster economic growth. Wood Mackenzie, a consulting firm, estimated that Chinese firms make 80 percent of the components in a solar panel, such as polysilicon, wafers, cells and modules.At the same time, S&P Global Market Intelligence said an “unprecedented wave” of imported solar panels — linked largely to China-based companies operating in Southeast Asia — came into the U.S. in 2023. Cambodia, Malaysia, Thailand and Vietnam together accounted for 84 percent of U.S. solar panel imports in the fourth quarter of last year.In Europe, China’s dominance and the supply glut of cheap solar panels has already left manufacturers unable to compete. The surge in foreign panels has the potential to stymie a boom in U.S. solar manufacturing launched by the IRA.U.S. companies have announced plans to build factories capable of churning out 140 gigawatts of solar module capacity, Wood Mackenzie said. But only half of that is likely to be built by 2027, said Elissa Pierce, an analyst who tracks solar manufacturing at the consulting firm. Factories that build subcomponents that go into panels face even bigger hurdles. Of the 61 GW in announced wafer facilities, Wood Mackenzie said only 3.3 GW would be built. Less than one-quarter of the announced cell manufacturing facilities is actually expected to come online.“There is a growing transition from a traditional trade war to a green trade war,” said ClearView’s Fox.Biden administration officials have sharpened their rhetoric in recent weeks."It's important that China recognize the concerns [and] begin to act to address it," Treasury Secretary Janet Yellen said this week. "But we don't want our industry wiped out in the meantime, so I wouldn't want to take anything off the table."Yellen recently traveled to China to discuss the administration’s concerns.'No objective answer'A similar fight in 2022, over China funneling U.S.-bound products through Southeast Asia, left some manufacturers frustrated and prompted a presidential veto. This time could be different.“I can safely say I've never filed a trade case before where there were such strong statements of support in terms of the need to address Chinese dumping, in particular in the renewable energy sector, as we've had in recent weeks,” said Tim Brightbill, co-chair of Wiley Rein’s international trade practice and lead counsel in the manufacturers’ recent petitions.Those petitions, filed Wednesday, are backed by First Solar, Qcells, Meyer Burger, Mission Solar, REC Silicon, Convalt Energy and Swift Solar — many of which have announced new expansions or investments since passage of Democrats’ climate law.It comes on the heels of a request from Qcells, a South Korean solar maker that has invested $2.5 billion in new factories in Georgia, to end an exemption under an existing tariff regime on bifacial solar panels.The company said double-sided modules now compose over 98 percent of U.S. solar module imports — meaning less than 2 percent of imports are subject to duties. The administration is reportedly planning to soon grant that request.Brightbill called the IRA “a once-in-a-lifetime opportunity to reclaim the solar supply chain and the solar manufacturing process here in America.” But, he added, “you have to not just have the investment, you have to have enforcement as well.”But the petitions received an icy response from the industry’s largest trade groups.In a joint response Wednesday, the Solar Energy Industries Association, American Clean Power Association, Advanced Energy United and American Council on Renewable Energy expressed concern that the trade petitions “will lead to further market volatility across the U.S. solar and storage industry and create uncertainty at a time when we need effective solutions that support U.S. solar manufacturers.”The administration has also faced bipartisan pressure from lawmakers to take additional steps to support the domestic industry. That’s included calls to better incentivize purchases of U.S.-made solar components through stronger tax credits, and to further address stockpiling of Chinese-linked products.“China is running the same playbook Ohio steelworkers know all too well, routing their products through other southeast Asian countries to try to get around the rules,” Ohio Sen. Sherrod Brown, a Democrat who is facing a tough reelection race, said in a statement. “The Administration cannot let them get away with it.”The administration last year determined Chinese companies were funneling solar products through Southeast Asia in order to avoid tariffs. Then it did the opposite of what many manufacturers had hoped: It placed a two-year moratorium on new tariffs, after the initial inquiry prompted months of infighting within the solar industry.The moratorium ends in June, and duties on solar modules are expected to resume for companies that are circumventing tariffs. “We will enforce that rigorously — including ensuring that imported panels are not being inappropriately stockpiled,” a White House official told POLITICO, speaking anonymously to abide by administration guidelines.Antoine Vagneur-Jones, head of trade and supply chains at BloombergNEF, said the U.S. faces a choice. He pointed to Europe as an example of the stakes. Solar modules there are roughly half as expensive as those in the U.S., due to a lack of trade barriers. Yet European solar factories are closing, leaving the continent almost entirely dependent on China for solar equipment.Adopting tariffs could help expand factories in the U.S., creating jobs and political support for the industry, he said. But it will mean higher costs for solar panels as critics contend that cleaner energy sources is already too expensive.“Are you prioritizing speed? Are you prioritizing not being entirely reliant on one region? Those are value judgments,” Vagneur-Jones said. “There is no objective answer.”This story also appears in Energywire.Reprinted from E&E News with permission from POLITICO, LLC. Copyright 2024. E&E News provides essential news for energy and environment professionals.

New species of jumping spider found on university campus in Cornwall

Exotic spiders flourish in Britain helped by the effects of global warming and international tradeSome are small and jumpy; others are large and intimidating – if you’re a humble housefly. Exotic spiders are flourishing in Britain as international trade offers ample opportunities for spider travel and global heating provides an increasingly hospitable climate.A jumping spider new to science has been identified living on the University of Exeter’s Penryn campus in Cornwall. The nearest known relative of the 3-4mm-long Anasaitis milesae is found in the Caribbean, making it highly likely that this tiny species – alongside 17 other non-native jumping spider species – found its way to Britain from distant climes. Continue reading...

Some are small and jumpy; others are large and intimidating – if you’re a humble housefly. Exotic spiders are flourishing in Britain as international trade offers ample opportunities for spider travel and global heating provides an increasingly hospitable climate.A jumping spider new to science has been identified living on the University of Exeter’s Penryn campus in Cornwall. The nearest known relative of the 3-4mm-long Anasaitis milesae is found in the Caribbean, making it highly likely that this tiny species – alongside 17 other non-native jumping spider species – found its way to Britain from distant climes.Much larger and more noticeable new arrivals include Zoropsis spinimana, popularly known as the false wolf spider, a Mediterranean species that is thriving in houses across London, and the striking green-fanged tube web spider (Segestria florentina), which first got a foothold in Bristol and is now found across southern Britain.About 50 non-native spiders have been recorded in Britain among 3,500 non-native established species, most of which have been inadvertently introduced by the global movement of goods and people. Only about 10-15% of non-native species are considered to be “invasive” – such as grey squirrels, Japanese knotweed and the Asian or yellow-legged hornet – causing a negative environmental or human impact.Helen Smith, a conservation officer for the British Arachnological Society, said: “Britain’s spider fauna, along with the rest of our wildlife, is changing more rapidly than ever before. As new, exotic species spread, particularly beyond urban areas, the chances of them impacting on less common native species increase.“As well as competing for prey and for living spaces, these spiders may bring with them new parasites and diseases, an issue well known from invasive grey squirrels and crayfish but very poorly studied in spiders. Around 15% of our native spider species are already threatened with extinction as a result of habitat loss and climate change – in the future, non-native species could well add to the risks they face.”The new species of jumping spider was discovered by Tylan Berry, Devon and Cornwall area organiser for the British Arachnological Society, during a “bioblitz”, or biological census, on the Penryn campus. The unusual species was confirmed as new to science and named by Dmitri V Logunov, a jumping spider expert, of the Zoological Institute of the Russian Academy of Sciences.“It is amazing that something can be hiding in plain sight,” said Berry. “It’s established on the campus and easy to find in good numbers, living and breeding, and it’s also been found in another ornamental garden 30 miles away.“It’s a pretty little thing, and looks like a bit of old 1970s carpet – brown and white and patterned.”Cornwall and Devon are hotspots for new spiders, thanks to their ports and mild climate, with the absence of frosts in some areas allowing exotic species to survive the British winter.Berry has identified a large population of another non-native spider, the grey house spider (Badumna longinqua) in Plymouth.This large spider hails from New South Wales, Australia, and is considered one of the most invasive spider species in some countries where it has been accidentally introduced, including Japan, the US and Brazil.The fast-spreading species is not yet well-established on continental Europe but has rapidly moved through Britain since first being spotted in 2021. Since being found in Washington, north-east England, it’s been recorded in south Wales, Nottinghamshire and Camborne and Newquay in Cornwall. Many early sightings were close to ports or garden centres, suggesting they arrived on imported plants.“It’s incredibly well-established in Plymouth,” said Berry. “I was really taken aback. It’s spread over a 6km/sq area and in some places is the dominant species.”The spider lives in urban areas, residing in large aggregations and weaving webs that look similar to some native spiders on wooden fences and metal sign-posts, including bus stops.In places, Berry found only this species and few native spiders, and fears it may have supplanted native lace web spiders and missing sector orb weaver spiders.“It’s definitely got potential for causing a shift in the ecosystem,” said Berry. “But rather than predating on native spiders, I think they might just be competition for space.”Exotic spiders excite tabloid newspaper editors and alarm arachnophobes, and the false wolf spider and the green-fanged tube web spider have the potential to cause a stir because of their size and their ability, in theory, to pierce human skin with their (briefly painful but harmless) nips.In reality, despite media attention, the false wolf spider has caused little alarm and the green-fanged tube web spider keeps to itself, living in holes in walls and only darting out at night to seize its prey.Both species are on the move, with the false wolf spider having spread as far west as Somerset and as far north as Newcastle since it was first photographed in Britain in 2008 – given a lift in some cases not only on global shipping containers but inside campervans of holidaymakers returning from continental Europe.Spider experts have a message: don’t panic.“Look out for these things, record them if you can, but be interested in them as well,” said Berry. “The more you learn, the more you understand about a species, and that’s a good way of getting rid of any fears or misinformation.“These arrivals are just going to happen. There’s very little we can do to stop them. Tied in to the warming of the climate, different species can get a hold in particularly areas and change ecosystems quite quickly.”

How Temperate Forests Could Help Limit Climate Change

People understand how saving tropical forests is good for the planet, but temperate forests are equally indispensable in fighting climate change

How Temperate Forests Could Help Limit Climate ChangePeople understand how saving tropical forests is good for the planet, but temperate forests are equally indispensable in fighting climate changeBy Amanda Leland & Steven HamburgBlue Ridge Parkway, Great Smoky Mountains National Park, North Carolina. Itai MinovitzGetty ImagesMuch of the conservation and climate change spotlight falls on tropical forests. Given this, people might forget that forests in the temperate areas—those found in large parts of North America, Europe and higher latitudes in Asia and Australia—also have the power to help limit climate change. As much as preserving tropical rainforests is indispensable to climate progress, policy makers cannot ignore the critical role of temperate forests. This Earth Week, we must turn our attention—and dollars—to these swaths of trees, or face the loss of an important tool in managing global warming.Temperate forests represent about 25 percent of Earth’s arboreal lands. As temperatures have changed, temperate trees face threats from of harmful invasive pests from other regions, loss of forest lands from urban sprawl and farmland expansion, and catastrophic wildfires that are becoming more common and severe. At the same time, they are some of the most well-studied and well-understood ecosystems on Earth—giving us a chance to put science into action in the service of climate progress.To save temperate forests, we need to reduce land-clearing for housing and agriculture, then allow trees to regrow where they have been removed, and thoughtfully manage each acre to promote ecological health. To understand how reforestation and better management will aid in climate restoration, look to forest lands of the eastern U.S.On supporting science journalismIf you're enjoying this article, consider supporting our award-winning journalism by subscribing. By purchasing a subscription you are helping to ensure the future of impactful stories about the discoveries and ideas shaping our world today.Between the time of European settlement and the early 20th century, at least 300 million acres of temperate forests in the U.S. were cleared for agriculture and timber—an area three times the size of California. This loss was especially concentrated in the East. But as agriculture moved to other parts of the country, abandoned farm fields throughout the region returned to forest largely through natural regeneration. Eastern forests continue to recover and are currently removing about 34 megatonnes of CO2 per year.But efforts to restore forests won’t matter if we don’t stop harmful pests like the emerald ash borer, hemlock woody adelgid and Asian longhorn beetle—hitchhikers to the U.S. from other parts of the world. Each of them is ravaging native tree species in the eastern US. Most invasive pests arrive on U.S. shores in container ships and airplanes; the federal government needs to do much more to inspect cargo and intercept pests at our ports of entry.But we believe the greatest emerging threat to temperate forests is catastrophic wildfire— wildfires that occur outside normal historic frequency and severity. Ironically, widespread fire suppression, especially in dry forests in the West, has allowed a build-up of dangerous fuel such as deadwood and dense regeneration. These fuels, combined with climate change-induced drought, have led to increasingly frequent and severe fires that kill enormous numbers of trees and spew what we calculate is up to 230 megatonnes of CO2 to the atmosphere in bad fires years in the United States.The effects of these sorts of fires have been most stark in the western U.S., Canada, and Australia, but they are also becoming more troublesome in southern Europe and Chile. The conundrum is that fire can be beneficial and restorative, but it has to be done right. We need to thin out understory trees and strategically apply prescribed fire and cultural burns—those led by Indigenous practitioners steeped in historic fire management practices. In some cases, it involves fire managers letting wildfire burn at lower intensity and when weather conditions allow—without heavy fire suppression tactics.These treatments also reduce stress on the remaining trees. They help combat large-scale insect damage, another phenomenon in western North American forests where, for example, bark beetles kill large numbers of trees. Recent investments through President Biden’s Inflation Reduction Act and Bipartisan Infrastructure Law provide an opportunity to demonstrate ecological thinning and beneficial fire at scale.We need to protect and better care for the few temperate forests that still contain stands of very old trees. These old forests are some of the most carbon-dense ecosystems, harbor unique biodiversity and offer distinctive opportunities for recreation and respite. As such, governments and landowners must make sure middle-aged forests that regrew after cutting are stewarded into the old-growth forests of tomorrow. President Biden has taken important steps in this direction as well, by instituting, for the first time, rules to protect and steward old-growth forests on federal lands across the U.S.Recent Environmental Defense Fund research shows that conserving and restoring temperate forests, alongside tropical forests, are among the most scientifically sound nature-based climate actions. The U.S. is taking important steps to capitalize on these opportunities, but more needs to be done. We need to take advantage of current public funding for forest conservation and stewardship and, at the same time, promote private investment to support restorative measures and sustainable forestry to capture the climate potential of temperate forests in the U.S. and elsewhere.This is an opinion and analysis article, and the views expressed by the author or authors are not necessarily those of Scientific American.

New rule compels US coal-fired power plants to capture emissions – or shut down

New EPA directive will cut pollution equivalent to the emissions of 328m cars, but industry group decries it as a ‘reckless plan’Coal-fired power plants would be forced to capture smokestack emissions or shut down under a rule issued on Thursday by the Environmental Protection Agency (EPA).New limits on greenhouse gas emissions from fossil fuel-fired electric plants are the Biden administration’s most ambitious effort yet to roll back planet-warming pollution from the power sector, the nation’s second-largest contributor to climate change. The rules are a key part of Joe Biden’s pledge to eliminate carbon pollution from the electricity sector by 2035 and economy-wide by 2050. Continue reading...

Coal-fired power plants would be forced to capture smokestack emissions or shut down under a rule issued on Thursday by the Environmental Protection Agency (EPA).New limits on greenhouse gas emissions from fossil fuel-fired electric plants are the Biden administration’s most ambitious effort yet to roll back planet-warming pollution from the power sector, the nation’s second-largest contributor to climate change. The rules are a key part of Joe Biden’s pledge to eliminate carbon pollution from the electricity sector by 2035 and economy-wide by 2050.The rule was among four separate measures targeting coal and natural gas plants that the EPA said would provide “regular certainty” to the power industry and encourage them to make investments to transition “to a clean energy economy”. They also include requirements to reduce toxic wastewater pollutants from coal-fired plants and to safely manage so-called coal ash in unlined storage ponds.The new rules “reduce pollution from fossil fuel-fired power plants, protect communities from pollution and improve public health – all while supporting the long-term, reliable supply of the electricity needed to power America forward”, the EPA administrator, Michael Regan, told reporters at a White House briefing.The plan is likely to be challenged by industry groups and Republican-leaning states. They have repeatedly accused the Democratic administration of overreach on environmental regulations and have warned of a looming reliability crisis for the electric grid. The rules issued on Thursday are among at least a half-dozen EPA regulations limiting power plant emissions and wastewater pollution.Environmental groups hailed the EPA’s latest action as urgently needed to protect against the devastating harms of the climate crisis.The power plant rule marks the first time the federal government has restricted carbon dioxide emissions from existing coal-fired power plants. The rule also would force future electric plants fueled by coal or gas to control up to 90% of their carbon pollution. The new standards will stave off 1.38bn metric tons of carbon pollution through 2047, equivalent to the annual emissions of 328m gas cars, the EPA said, and will provide hundreds of billions of dollars in climate and health benefits, measured in fewer premature deaths, asthma cases, and lost work or school days.Coal plants that plan to stay open beyond 2039 would have to cut or capture 90% of their carbon dioxide emissions by 2032, the EPA said. Plants that expect to retire by 2039 would face a less stringent standard but still would have to capture some emissions. Coal plants that are set to retire by 2032 would not be subject to the new rules.Rich Nolan, president and CEO of the National Mining Association, said that through the latest rules, “the EPA is systematically dismantling the reliability of the US electric grid”.He accused Biden, Regan and other officials of “ignoring our energy reality and forcing the closure of well-operating coal plants that repeatedly come to the rescue during times of peak demand. The repercussions of this reckless plan will be felt across the country by all Americans.”skip past newsletter promotionThe planet's most important stories. Get all the week's environment news - the good, the bad and the essentialPrivacy Notice: Newsletters may contain info about charities, online ads, and content funded by outside parties. For more information see our Privacy Policy. We use Google reCaptcha to protect our website and the Google Privacy Policy and Terms of Service apply.after newsletter promotionRegan denied that the rules were aimed at shutting down the coal sector, but acknowledged in proposing the power plant rule last year that “we will see some coal retirements”.The proposal relies on technologies to limit carbon pollution that the industry itself has said are viable and available, Regan said. “Multiple power companies have indicated that [carbon capture and storage] is a viable technology for the power sector today, and they are currently pursuing those CCS projects,” he told reporters on Wednesday.Coal provided about 16% of US electricity last year, down from about 45% in 2010. Natural gas provides about 43% of US electricity, with the remainder from nuclear energy and renewables such as wind, solar and hydropower.The power plant rule “completes a historic grand slam” of major actions by the Biden administration to reduce carbon pollution, said David Doniger, a climate and clean energy expert at the Natural Resources Defense Council. The first and most important action was passage of the 2022 climate law, officially known as the Inflation Reduction Act, he said, followed by separate EPA rules targeting tailpipe emissions from cars and trucks and methane emissions from oil and gas drilling.

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